The hype cycle, the S curve, the diffusion curve, the Kano model, Moore's (Moo's) law - these (kinds of) models) all help anticipate how supply, demand and sentiment will evolve
Hopefully they help bring perspective when it's at risk of being crowded out by "it'll never work" commentary
At a high level they might help guide decision making…
The hype cycle, the S curve, the diffusion curve, the Kano model, Moore's (Moo's) law - these (kinds of) models) all help anticipate how supply, demand and sentiment will evolve
Hopefully they help bring perspective when it's at risk of being crowded out by "it'll never work" commentary
At a high level they might help guide decision making, eg in capital allocation
That said, I wonder whether they will persuade anyone who isn't already somewhat bought in
Agreed. I'm reminded of a quote by Mark Twain: "History never repeats itself, but it does often rhyme." It's a long road from being exposed to the possibility of a different outcome to being convinced by it. These frameworks offer perspective into why there has been a recent decline in sentiment. However, as supply-demand dynamics take force, perhaps successive groups of consumers will see the industry's long term potential.
The hype cycle, the S curve, the diffusion curve, the Kano model, Moore's (Moo's) law - these (kinds of) models) all help anticipate how supply, demand and sentiment will evolve
Hopefully they help bring perspective when it's at risk of being crowded out by "it'll never work" commentary
At a high level they might help guide decision making, eg in capital allocation
That said, I wonder whether they will persuade anyone who isn't already somewhat bought in
Agreed. I'm reminded of a quote by Mark Twain: "History never repeats itself, but it does often rhyme." It's a long road from being exposed to the possibility of a different outcome to being convinced by it. These frameworks offer perspective into why there has been a recent decline in sentiment. However, as supply-demand dynamics take force, perhaps successive groups of consumers will see the industry's long term potential.